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iShares Core S&P 500 ETF

2,249 hedge funds and large institutions have $204B invested in iShares Core S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 985 increasing their positions, 830 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 55

19% more repeat investments, than reductions

Existing positions increased: 985 | Existing positions reduced: 830

9% more capital invested

Capital invested by funds: $186B → $204B (+$17B)

2.33% more ownership

Funds ownership: 71.36%73.69% (+2.3%)

2% more funds holding

Funds holding: 2,2062,249 (+43)

2% more funds holding in top 10

Funds holding in top 10: 711722 (+11)

47% less call options, than puts

Call options by funds: $124M | Put options by funds: $232M

Holders
2,249
Holders Change
+43
Holders Change %
+1.95%
% of All Funds
39.14%
Holding in Top 10
722
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.55%
% of All Funds
12.57%
New
129
Increased
985
Reduced
830
Closed
55
Calls
$124M
Puts
$232M
Net Calls
-$108M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
2151
Trillium Asset Management
Massachusetts
$209K +$178K +425 New
HBT
2152
Hills Bank & Trust
Iowa
$207K
EBT
2153
Enterprise Bank & Trust
Massachusetts
$206K -$13.8K -33 -6%
FFIC
2154
First Fiduciary Investment Counsel
Ohio
$206K +$4.61K +11 +2%
MIAS
2155
Mason Investment Advisory Services
Virginia
$206K -$52.8K -126 -21%
AIA
2156
Alera Investment Advisors
Illinois
$203K -$149K -355 -43%
WG
2157
Watchman Group
Texas
$202K +$197K +471 New
SCA
2158
STALEY CAPITAL ADVISERS
Pennsylvania
$201K +$196K +467 New
FWM
2159
Filbrandt Wealth Management
Wisconsin
$197K
GG
2160
Gleason Group
Kentucky
$184K +$419 +1 +0.2%
BEI
2161
Benjamin Edwards Inc
Missouri
$184K +$18.4K +44 +11%
MAWCM
2162
Mine & Arao Wealth Creation & Management
California
$177K +$6.7K +16 +4%
CFN
2163
Cordasco Financial Network
Florida
$167K
FFC
2164
First Financial Corp
Indiana
$166K -$20.1K -48 -11%
AWM
2165
Atticus Wealth Management
Florida
$166K
VNA
2166
Valley National Advisers
Pennsylvania
$156K
IRAG
2167
Investment Research & Advisory Group
Georgia
$152K
IBOK
2168
Independence Bank of Kentucky
Kentucky
$147K
MHR
2169
Matthew Hamilton Rosenberg
$147K
AWM
2170
Accel Wealth Management
Iowa
$145K
AC
2171
AlphaCore Capital
California
$143K
RWML
2172
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$142K -$8.38K -20 -6%
CH
2173
Canton Hathaway
Rhode Island
$141K +$42.7K +102 +45%
CBT
2174
CoreFirst Bank & Trust
Kansas
$138K +$108K +259 +418%
AIG
2175
American International Group
New York
$135K +$131M +313,300 New

IVV Hedge Fund Activity: Q2 2021 in Review

2,249 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2021, worth a combined $204B — up 9.1% from $186B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new IVV positions and 55 closed out — a net gain of 74 holders — while 985 added to existing stakes and 830 trimmed.

The largest buyer was Kelly Financial Services, adding an estimated $7.07B. The largest seller was Investment Management Corp of Ontario (IMCO), cutting an estimated $2.96B.

  • 2,249 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2021, up from 2,206 in Q1 2021.
  • Funds reported $204B of iShares Core S&P 500 ETF stock for Q2 2021, up 9.1% quarter-over-quarter.
  • 129 funds opened new iShares Core S&P 500 ETF positions in Q2 2021 and 55 closed out, a net change of +74 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $7.07B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2021 was Investment Management Corp of Ontario (IMCO), an estimated $2.96B sold.

Based on aggregated 13F filings for Q2 2021.